As An Intermediary

Let's Work Together.

Reasons to Work With Us

We do what we say we're going to do.

We have permanent, committed capital. We are currently investing out of a 27-year $50 million fund, with a renewal clause at year 25.

We have designed our deal-making path to better ensure closing. We conduct financial due diligence in-house. We use little to no senior leverage in our deals, minimizing third party involvement. And we have a robust and experienced deal team.

We exclusively invest in the lower middle market in North America.

We can offer sellers a compelling value proposition: we hold as a family does. This translates into a conservative financial approach, value in existing management, and a sincere commitment to all stakeholders.

Our Investment Criteria

"Boring Business": Durable value proposition likely to be as relevant ~20 years from now as it is today

How We Work With Intermediaries

We're happy to dive into an opportunity regardless of stage, whether that's a fully produced CIM and data room, or a quick call and some summary financials.

We work with both sell-side and buy-side intermediaries regularly and greatly value how a good intermediary can make all the difference. Please feel free to add our email addresses to your distribution lists. Please also sign up for ours by clicking on the button below.